LP Profile

Howard Financial Services

Wealth ManagerDallas, United States
$970M
Assets Under Management
Dallas
Headquarters
Investment Focus

About Howard Financial Services

HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients' financial lives leaving them free to manage their most precious asset time. We provide three primary wealth management services: Planning, Consulting and Investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Howard Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
1,276
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Howard Financial Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Howard Financial Services?

Howard Financial Services is a wealth manager based in Dallas, United States, managing approximately $970M in assets.

Where is Howard Financial Services headquartered?

Howard Financial Services is headquartered in Dallas, United States.

How much does Howard Financial Services manage?

Howard Financial Services manages approximately $970M in assets under management.

What does Howard Financial Services invest in?

Howard Financial Services focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital.

How can I contact Howard Financial Services?

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